Institutional Ownership Ishares S&P Midcap 400 Value E (IJJ)
This table provides information about the institutional ownership of Ishares S&P Midcap 400 Value E (IJJ). We have compiled data on the 837 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $5.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
37,748
shares
|
$4.9 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
37,327
shares
|
$4.84 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
35,962
shares
|
$4.66 Million
0.69% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
35,741
shares
|
$4.63 Million
0.25% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
35,507
shares
|
$4.6 Million
0.52% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
35,150
shares
|
$4.56 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
34,952
shares
|
$4.53 Million
2.09% of portfolio
|
Q3 2024
Reduced 29.41%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
34,898
shares
|
$4.53 Million
1.53% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
34,699
shares
|
$4.5 Million
0.25% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
34,631
shares
|
$4.49 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.88%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
34,520
shares
|
$4.48 Million
2.08% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
34,476
shares
|
$4.47 Million
0.13% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
33,796
shares
|
$4.38 Million
3.07% of portfolio
|
Q4 2023
Added 2.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
33,780
shares
|
$4.38 Million
0.05% of portfolio
|
Q3 2024
Added 95.62%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
33,484
shares
|
$4.34 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
33,331
shares
|
$4.32 Million
0.46% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
33,315
shares
|
$4.32 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
32,940
shares
|
$4.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
32,855
shares
|
$4.26 Million
3.73% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
32,831
shares
|
$4.26 Million
0.56% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
32,105
shares
|
$4.16 Million
0.15% of portfolio
|
Q2 2024
Reduced 40.2%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
31,558
shares
|
$4.09 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
31,119
shares
|
$4.04 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
30,894
shares
|
$4.01 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
30,638
shares
|
$3.97 Million
2.79% of portfolio
|
Q3 2024
Reduced 14.27%
|